Wealth Management jobs in Passed CFA Level III (Charter Pending)

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Found 8 jobs

  • Wealth Manager – HNI Acquisition

    • Hyderabad, Andhra Pradesh (IN), kolkata,Bangalore,Delhi
    • As per company norms
    • Finoptions institute of financial studies Pvt Ltd

    Hello Job seekers, Current Opening for our Client: Employment Type: Full-time Location: Hyderabad,Kolkata,Chennai,Bangalore Job Role: Wealth Man...

    Top job

  • Portfolio Manager

    • Frisco, Texas
    • Base salary + full benefit package
    • Texas Bank and Trust

    Responsible for the day-to-day management and implementation of investments and asset allocation within client accounts.

    New

  • Wealth Investment Portfolio Manager

    • Annapolis, Maryland (US)
    • Base + annual bonus (and possibly equity DOE)
    • BB&T Wealth

    Manage the investment portfolio of assigned accounts.  Support the investment sales efforts of the local Wealth team.

  • Investment Research Manager

    • Clayton, Missouri
    • Negotiable salary with bonus, benefits, paid parking and support for professional development
    • The St. Louis Trust Company

    Investment research manager, able to identify and highlight manager and portfolio risk and opportunity through rigorous quantitative analysis.

  • Wealth Investment Portfolio Manager

    • Lexington, Kentucky (US)
    • Base + annual bonus (and possibly equity DOE)
    • BB&T Wealth

    Manage the investment portfolio of assigned accounts.  Support the investment sales efforts of the local Wealth team.

  • Associate Client Portfolio Manager, NH

    • New Hampshire
    • Competitive salary based on experience
    • Cambridge Trust

    This role will manage and advise individual client portfolios across global equities and bonds; support Sr Client Portfolio Managers; be based in NH

  • Financial Counsellors

    • Bangalore (Locality), Karnataka (IN)
    • As per industry standards
    • Betterment ConsumerTech Pvt Ltd

    At Prosperfit, everything that we undertake is aimed at making individuals financially savvy and equipped to live happier, more fulfilled lives.

  • Equity Research Associate (12 months Internship)

    • Bidhan Nagar, Presidency (IN)
    • Unpaid + Incentives
    • Avise Analytics Pvt. Ltd.

    Avise Analytics is offering an exceptional opportunity for CFAs and CFA L3 candidates who aims to become a world-class equity research analyst. Thr...

  • Senior Investment Analyst / Portfolio Manager (Healthcare experience)

    • Northeast Ohio
    • Based on Experience, +Bonus, Medical, Dental, Profit Sharing.
    • Privately-Held Investment Firm

    Northeast Ohio investment firm seeks a investment professional (7-10 years) to join its Research / Portfolio Management Team (Healthcare experience).

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